IFG Advisory’s Invesco S&P SmallCap Momentum ETF XSMO Stock Holding History

IFG Advisory’s Portfolio XSMO Stock Details XSMO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$633K	Buy	7,763 +138	+2%	+$11.9K	0.02%	551
2026 Q2	$714K	Buy	+7,625	New	+$657K	0.03%	504
2026 Q1	–	Sell	-8,184	Closed	-$589K	–	897
2025 Q4	$589K	Buy	8,184 +42	+0.5%	+$3.06K	0.03%	472
2025 Q3	$599K	Buy	8,142 +2,911	+56%	+$206K	0.03%	456
2025 Q2	$356K	Sell	5,231 -27,139	-84%	-$1.73M	0.02%	556
2025 Q1	$2.03M	Buy	32,370 +10,205	+46%	+$671K	0.11%	217
2024 Q4	$1.47M	Buy	22,165 +125	+0.6%	+$8.59K	0.08%	244
2024 Q3	$1.46M	Buy	+22,040	New	+$1.4M	0.09%	239

Other funds holding XSMO

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Apollon Wealth Management Mount Pleasant, South Carolina $8.72B AUM 23.07% 1-Year Est. Return

Gratus Wealth Advisors Virginia Beach, Virginia $783M AUM 14.73% 1-Year Est. Return

River Wealth Advisors Camp Hill, Pennsylvania $931M AUM 20.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.91% 1-Year Est. Return

Armbruster Capital Management Pittsford, New York $666M AUM 15.92% 1-Year Est. Return

Markowski Investments Tampa, Florida $448M AUM

Sound Income Strategies Ft Lauderdale, Florida $2.24B AUM 8.38% 1-Year Est. Return

IFG Advisory's XSMO Position: Q3 2026 in Review

IFG Advisory increased its Invesco S&P SmallCap Momentum ETF (XSMO) stake by 1.8% in Q3 2026, buying an estimated $11.9K and bringing the position to 7,763 shares worth $633K. The position accounts for 0.02% of the portfolio, ranked #551.

IFG Advisory first reported a position in XSMO in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.03M in Q1 2025. 202 funds tracked by Wall St. Rank hold XSMO as of Q3 2026.

IFG Advisory held 7,763 shares of Invesco S&P SmallCap Momentum ETF worth $633K as of Q3 2026.
IFG Advisory bought 138 Invesco S&P SmallCap Momentum ETF shares in Q3 2026, an estimated $11.9K.
Invesco S&P SmallCap Momentum ETF made up 0.02% of IFG Advisory's portfolio in Q3 2026, its #551 holding.
IFG Advisory first reported a position in Invesco S&P SmallCap Momentum ETF in Q3 2024 and has held it in 8 quarters since.
IFG Advisory's Invesco S&P SmallCap Momentum ETF position peaked at $2.03M in Q1 2025.
202 funds tracked by Wall St. Rank held Invesco S&P SmallCap Momentum ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.